How To Create Loan Offer Template
Follow these steps to set up a loan offer.
- Launch the Loan module
- Click on loan offer setting to set up
- Then click on "Create a new offer template"
- Upload your company’s letterhead if required
- Edit the body of the offer letter to your requirement while using the fillers in 3.
- Use the fillers while editing the body of the letter, as required within the organization.
- Click on the update offer letter to save this setting.
NB: This is the generic offer letter that will be shown to all employees who will apply for loan on the system.